WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1776 Cr | ₹5897 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 08 Oct 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | % | 74% |
Expense Ratio | 2.04 | 1.96 |
Manager | Ramesh Mantri | Amar Kalkundrikar |
ISIN Code | INF03VN01837 | INF204K01406 |
Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 0.09% | 0.17% |
6 Month | 5.95% | 5.58% |
1 Year | 5.39% | 3.08% |
3 Year | - | 24.12% |
5 Year | - | 25.63% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 9.1% | 8.04% |
1 Year | 12.29% | 10.52% |
3 Year | - | 21.75% |
5 Year | - | 20.91% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 11.31% | 17.86% |
3 Year | - | 15.48% |
5 Year | - | 14.72% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 13.54% |
Sharp | - | 1.31% |
Beta | - | 0.95% |
Alpha | - | 5.00% |
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Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Ramesh Mantri | Amar Kalkundrikar |
Total AUM | ₹0 Cr | ₹19671 Cr |
Funds Managed | 10 | 4 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 15.79 | 4.77 |
Large Cap | 45.12 | 55.68 |
Mid Cap | 34.9 | 39.55 |
Small Cap | 4.19 | - |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 9.7 | 2.01 |
Communication Services | 5.01 | 3.96 |
Energy | 4.43 | 5.91 |
Industrials | 12.21 | 12.55 |
Technology | 7.61 | 10.39 |
Basic Materials | 4.59 | 10.46 |
Financial Services | 32.88 | 22.43 |
Healthcare | 8.06 | 6.32 |
Real Estate | 3.46 | 1.77 |
Consumer Cyclical | 8.55 | 12 |
Consumer Defensive | 2.66 | 5.52 |
Utilities | 0.85 | 6.67 |
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